Institutional Ownership Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE). We have compiled data on the 441 institutions that hold shares in the stock, with a total of 52.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
38,575
shares
|
$4.05 Million
0.15% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
38,483
shares
|
$4.04 Million
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
37,150
shares
|
$3.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
34,915
shares
|
$3.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
34,419
shares
|
$3.61 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
33,600
shares
|
$3.53 Million
0.01% of portfolio
|
Q1 2022
Reduced 99.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
32,739
shares
|
$3.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
30,676
shares
|
$3.22 Million
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
30,391
shares
|
$3.19 Million
0.65% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
30,382
shares
|
$3.19 Million
0.34% of portfolio
|
Q3 2024
Reduced 60.66%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
30,226
shares
|
$3.17 Million
1.66% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
30,175
shares
|
$3.17 Million
0.18% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
27,572
shares
|
$2.9 Million
0.03% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,995
shares
|
$2.73 Million
0.17% of portfolio
|
Q4 2023
Reduced 13.22%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
25,059
shares
|
$2.63 Million
0.1% of portfolio
|
Q3 2024
Reduced 80.49%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
24,795
shares
|
$2.6 Million
0.65% of portfolio
|
Q3 2024
Added 22.56%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
23,343
shares
|
$2.45 Million
0.16% of portfolio
|
Q3 2024
Reduced 27.22%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,293
shares
|
$2.45 Million
0.06% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
23,118
shares
|
$2.43 Million
0.44% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
23,117
shares
|
$2.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
22,995
shares
|
$2.41 Million
0.05% of portfolio
|
Q2 2024
Added 1394.15%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
22,407
shares
|
$2.35 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
21,844
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
21,134
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
20,110
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 6.55%
|